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Last Updated: 02/22/2024
in Accounts Home Services Pathway: Accounts > (search Account) > Transfer Services The Transfer Services too l is available in the Active Services section and is used to transfer the services t o from one site to another. Because transferring servi...
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Last Updated: 02/22/2024
in Accounts Home Notes Pathway: Customer > Search - Account Site Level notes display ONLY on the site they were added to. Permissions Permission ID Permission Name 14 Add Note 15 Edit Note For Self 16 D...
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Last Updated: 02/22/2024
in Accounts Home Notes Pathway: Accounts > Search - Account Account level notes allow users to apply notes that are accessible across all sites associated with the account. These notes serve as a centralized repository of information relevant to the entire acc...
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Last Updated: 02/22/2024
in Accounts Home Notes Pathway: Customer > Search - Accounts The Customer Service screen provides access to a variety of ways notes can be added to accounts/sites, services and work orders. This article provides an overview on the different note types with lin...
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Last Updated: 02/22/2024
in Accounts Home Services Pathway: Customer > Search > Accounts Add an active service to a site using the 'Add Active Service' editor. After a service has been added it will display in the Active Services section on the Customer Details screen where it can be exp...
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Pathway: Accounts > Search: Accounts The following article details how to create an Account Request from the Customer Service screen. After an account request is created, it will filter into two locations: Account Request Management and ...
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Last Updated: 02/22/2024
in Accounts Home Order Processing Pathway: Accounts > Order Processing The Order Processing screen offers a platform to review new customers (and their services), service changes for existing customers and online on-call orders received from the portal. It allows for adjus...
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Last Updated: 02/22/2024
in Accounts Home Tax Verification P athway: Accounts > Tax Verification The Tax Verification screen is used to ensure that addresses and their associated tax regions are accurate. This process is essential to accurately calculate and apply appropriate taxes to service...
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Last Updated: 02/22/2024
in Accounts Home Service Records Pathway: Accounts > Search: Account > Create On Call Order The Prepayment option is a feature that can be used during the creation of an on-call order to collect payment before a service is started. This allows for a seamless and convenien...
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The 'One Invoice Per PO' field in Bill Group setup has been renamed to 'One Invoice Per' and now includes the following setting options: Disabled, PO Number, and Work Order Number. Pathway: Setup > Accounting > Bill Group ...